The Ultimate Guide to Understanding RMS

Everything you need to evaluate investment research management solutions for your firm. Updated for 2023-2024, download the Buyers Guide to learn how Research Management Software (RMS) can help you build an efficient, mobile and compliant investment research and due diligence process.

Download the Buyers Guide

Find out which RMS approach is best for your firm:

  • Explore existing challenges of managing investment research and due diligence activities for investment and operations professionals

  • The 3 stages in the evolution of Research Management Systems 

  • The 4 Species of RMS Today: A deep dive into the difference between bespoke IT, Traditional RMS, consumer tech hacks, and modern RMS approaches

  • Scoring attributes for how to evaluate RMS options

  • Considerations for ESG, alternative data, and increasing complexity, and more.